Brewin Dolphin, the independently-owned financial planner and investment manager, has appointed Arlene Ewing as an assistant director in its 36-strong Glasgow office. She joins from Glasgow-based stock broker Speirs & Jeffrey, where she was an associate director of investment management for 15 years.
With £36.4 billion in funds under management, Brewin Dolphin offers award-winning personalised wealth management for more than 100,000 account holders, including individuals, charities and pension funds.
Arlene is a chartered fellow and a Scottish committee member for the Chartered Institute for Security and Investment.
Stephen Martin, head of office for Brewin Dolphin (Glasgow) said: “I’m delighted to welcome Arlene to the firm. She’s a great addition to the team and can now use her excellent experience with private clients and trusts across the breadth of wealth management. We continue to grow strongly in Glasgow, and no doubt Arlene’s appointment will support that.”
Brewin Dolphin aims to give clients security and well-being by helping them to protect and grow their wealth, to achieve their goals and aspirations. Services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. The firm’s focus on discretionary investment management has led to significant growth in client funds and it now manages £30.1 billion on a discretionary basis.
In line with the premium the firm places on personal relationships, it has built a network of 28 offices across the UK, Channel Islands and Ireland, staffed by investment managers and financial planners. It is committed to the most exacting standards of client service, with long-term thinking and absolute focus on clients' needs at the core.
In 2016 Brewin Dolphin was awarded a five-star Defaqto rating for DFM Managed Portfolio, the City of London Wealth Management Awards for Best Discretionary Service Award 2015 and the Portfolio Adviser Gold Award for Best Cautious Portfolio Manager 2015 - Large Firm.
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